See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,411 | $86,332-5.7% | $125,175-35.0% | $65,185+24.9% |
| Participation rate | 95.5% | 75.3%+20.2pp | 79.8%+15.7pp | 70.2%+25.3pp |
| Annual return | 20.33% | 27.43%-7.1pp | 43.79%-23.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,963 | $3,537+12.0% | $4,937-19.7% | $3,514+12.8% |
| Admin fee / account holder | $2,661 | $609+336.8% | $9,702-72.6% | $847+214.1% |